LGH institutional holders

NORTHERN LTS FD TR III · 13F, 2026Q2

Managers holding43
Shares held7,871,754
Reported value$501.9m
Quarter flows5 new, 19 added, 15 trimmed, 7 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Howard Capital Management, LLC3,983,449$254.0m3.0%
ENVESTNET ASSET MANAGEMENT INC777,689$49.6m0.0%
Cambridge Investment Research Advisors, Inc.506,626$32.3m0.0%
Cetera Investment Advisers497,684$31.7m0.0%
J.W. COLE ADVISORS, INC.378,467$24.1m0.4%
Wealth Watch Advisors, INC292,740$18.7m6.1%
Aegis Wealth Management, Inc.264,683$16.9m10.9%
LPL Financial LLC235,575$15.0m0.0%
Discipline Wealth Solutions, LLC227,458$14.5m1.3%
Lifestyle Asset Management, Inc.133,414$8.5m2.3%
Optivise Advisory Services LLC101,712$6.5m3.3%
HighPoint Advisor Group LLC63,455$4.0m0.1%
NewEdge Advisors, LLC52,857$3.4m0.0%
TUCKER ASSET MANAGEMENT LLC51,407$3.3m0.8%
Simplicity Wealth,LLC44,723$2.9m0.1%
IFP Advisors, Inc26,798$1.7m0.0%
Foundations Investment Advisors, LLC26,433$1.7m0.0%
Brookstone Capital Management24,719$1.6m0.0%
PANORAMIC INVESTMENT ADVISORS, LLC23,593$1.5m0.7%
Nuveen, LLC19,153$1.2m0.0%
Integrated Wealth Concepts LLC18,251$1.2m0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP16,467$1.0m0.0%
CITADEL ADVISORS LLC11,443$729,6060.0%
Fiduciary Alliance LLC10,915$695,9400.0%
JANE STREET GROUP, LLC9,394$598,9610.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("LGH"). LGH price history · All 13F data

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